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2015-09-24T00:00:00.000Z

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David Little K.

President

Rotary Club Site

HQ Phone: (562) 694-1081

Rotary Club Site

718 East Rd

La Habra, California 90631

United States

Find other employees at this company (6)

Background Information

Employment History

Vice President
Eclectic Associates Inc

Member
CFA Institute

Affiliations

Board Member
FPA OCC

Member In the Orange County Chapter
Financial Planning Association

Member
National Association of Personal Financial Advisors

Board Member
Los Angeles Society of Financial Analysts , Inc.

Education

BS
Business Finance
Biola University

Web References (156 Total References)


Contact : Eclectic Associates

www.eclecticassociates.com [cached]

David K. Little, CFP, CFA Vice President Dave joined Eclectic Associates in 1992. He is a Chartered Financial Analyst and a Certified Financial Planner, and has a bachelor's degree in business with an emphasis in finance from Biola University. Dave is the president of the La Habra Rotary Club...


Disclosures : Eclectic Associates

www.eclecticassociates.com [cached]

David K. Little, CFP, CFA Vice President Dave joined Eclectic Associates in 1992. He is a Chartered Financial Analyst and a Certified Financial Planner, and has a bachelor's degree in business with an emphasis in finance from Biola University. Dave is the president of the La Habra Rotary Club...


Our Team : Eclectic Associates

www.eclecticassociates.com [cached]

David K. Little, CFP, CFA

Email David
Vice President, Co-Owner
Dave joined Eclectic Associates, Inc. in 1992, just prior to graduating from Biola University with a BS in Business Finance. Upon joining the firm, he pursued further education specific to the profession. In 1995 he became a Certified Financial Planner and in 1997 earned his Chartered Financial Analyst designation. Dave has helped take Eclectic Associate's assets under management from about $20 million in 1992 to just over $500 million as of early 2013, including overseeing the acquisition of the business of a retiring investment advisor in 2010. In 2008, Dave earned the Accredited Investment Fiduciary (AIF) designation, which indicates the commitment Eclectic has to those who rely upon investment fiduciaries, particularly retirement plan sponsors.
Dave has been very active in the community over the years. He has been a member of the La Habra Rotary Club for more than 10 years, including a term as president of the club in 2010. He is a member in the Orange County Chapter of the Financial Planning Association and was president in 2005. He is a member of the CFA Institute of the National Association of Personal Financial Advisors. He currently serves as President of the La Habra Boys and Girls Club.
Dave lives in La Habra Heights with his wife Julie and their four children. In his spare time (although there's not much) he enjoys golf and reading.
...
David K. Little, CFP, CFA Vice President Dave joined Eclectic Associates in 1992. He is a Chartered Financial Analyst and a Certified Financial Planner, and has a bachelor's degree in business with an emphasis in finance from Biola University. Dave is the president of the La Habra Rotary Club...


Investment Philosophy : Eclectic Associates

www.eclecticassociates.com [cached]

David K. Little, CFP, CFA Vice President Dave joined Eclectic Associates in 1992. He is a Chartered Financial Analyst and a Certified Financial Planner, and has a bachelor's degree in business with an emphasis in finance from Biola University. Dave is the president of the La Habra Rotary Club...


Prospective Clients : Eclectic Associates

www.eclecticassociates.com [cached]

David K. Little, CFP, CFA Vice President Dave joined Eclectic Associates in 1992. He is a Chartered Financial Analyst and a Certified Financial Planner, and has a bachelor's degree in business with an emphasis in finance from Biola University. Dave is the president of the La Habra Rotary Club...

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